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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,964 | $110,303-95.5% | $95,759-94.8% | $139,487-96.4% |
| Participation rate | 8.3% | 75.7%-67.4pp | 72.3%-63.9pp | 80.3%-72.0pp |
| Annual return | -101.87% | 27.19%-129.1pp | 28.42%-130.3pp | 373.84%-475.7pp |
| Employer contribution / active EE | $1,223 | $3,261-62.5% | $2,836-56.9% | $4,755-74.3% |
| Participant deferral / active EE | $2,450 | $4,674-47.6% | $4,244-42.3% | $6,713-63.5% |
| Admin fee / account holder | $209 | $6,615-96.8% | $5,678-96.3% | $11,407-98.2% |